Gradient Capital Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 78,425 shares of SCHB stock, worth $1.93 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
78,425
Previous 77,430
1.29%
Holding current value
$1.93 Million
Previous $1.67 Million
12.06%
% of portfolio
0.57%
Previous 0.56%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,327Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio